Meet the MD: Tristan Freer of Bank House Group

Tristan Freer joined the Financial Services industry 15 years ago when he was recruited by Eagle Star in Cheltenham. He built up a wealth of experience and formed Bank House in 2006. It is his knowledge and expertise, combined with a fresh and young approach, which has made him so successful.

When Bank House House formed they made a conscious decision that simply generating commission from their services was not the best solution for their clients. They set about operating a working ethos with transparent fees and a transparent cost process. This is hugely unusual within the Financial Services sector and is what has set them apart.

The Bank House belief is that the initial consultation with a new customer is the most critical part of their relationship. Tristan tells us that Bank House is a youthful company and takes a fresh approach to Financial Services. The process of getting to know the client is much more than just form filling, and a full financial analysis is done before any advice can be given. The first meeting with a client is what builds the foundation of a successful partnership. Bank House are fortunate to deal with a small number of clients who not only think of them as professionals, but more than this also involve them in their lives as a trusted member of the family.

Tristan initially trained in Pensions at Eagle Star, spending time administering personal as well as executive pensions. When Zurich acquired Eagle Star, Tristan took the opportunity to move to sister company Sterling, where he trained in ISA’s and investment bonds to the IFA market. His expertise quickly saw him promoted into a role with more responsibility in the SIPP and SASS team. This often complex and demanding area remains one of Tristan’s specialist subjects.

It was in 2001 that Tristan joined Robert Ward & Co. This is where he quickly went on to qualify, deal directly with the public and become a registered Financial advisor. In 2006, the decision was made to form the Bank House. With Tristan at the helm, Bank House became an entrepreneurial firm offering the latest in wealth management and investment. Operating an honest and personal approach to financial solutions has enabled them to build a credible reputation within the industry.

In 2009, Tristan’s values and beliefs in offering his clients the best possible service went on to see him win the coveted ‘National Scottish Widow Award for Newcomer of the Year’. This was in recognition of the impact he has had on the financial services sector. Tristan is one of the youngest people to win one of these prestigious awards. It was the innovative fee based charging structure introduced by Bank House that brought him to the attention of the judges and helped him to gain the award.

Tristan and the Bank House team consider themselves to be a safe and reliable financial sounding board for their clients, taking the complexity and hassle out of investment management. He finishes by saying “treating clients how you would like to be treated was our motto for starting the Bank House seven years ago, and we are here to protect your investment for the future”.